Buckingham Tax & Financial Planning

Moser & Heier Financial Solutions is a full service accounting, tax, investment advisory and financial planning firm that helps collaborate all aspects of an individual or small businesses financial picture. We get to know our clients, their families, and their goals. In getting to know them, we are able to better guide them with education, analysis, recommendations and strategies that are delivered in an honest, down-to-earth manner. We help make the complicated easy to understand.

You have accumulated significant resources, you have a wide variety of options available, and the choices you make can significantly affect your lifestyle and the legacy you leave behind. Millington Financial Advisors has the experience, expertise and tools necessary to implement a holistic plan to efficiently and effectively leverage your resources to achieve your goals. High Net Worth Client Services include: building and maintaining personal financial statements, portfolio construction and reporting, tax planning and preparation, risk management and legacy planning. Investment Management services include: stocks, bonds, alternative investments and insurance. Financial Planning services include: retirement planning, tax planning and preparation and estate and insurance planning.